Jason Luongo

NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet

[Jason Luongo @JasonLxCapital]

*BREAKING: ANTHROPIC HAS OFFICIALLY FILED FOR AN IPO*

[Jason Luongo @JasonLxCapital]

You could buy 100 shares of $RKLB right now for about $7,242.

Or you could sell the $65 put expiring October 30 and get paid roughly $230 to wait.

$RKLB is down about 52% from its $151 high in late May. The Iridium deal, a $1.94B share sale to fund it and Neutron timing have

[Jason Luongo @JasonLxCapital]

BREAKING: GOLDMAN SEES AI CAPEX SURGING TO $1.2 TRILLION in 2027

Every single one of these stocks will make money:

1. $CRDO - Credo Technology

Credo connects the GPUs inside AI racks with its cables and optical chips. Revenue more than doubled to $479M last quarter, up 115%

[Jason Luongo @JasonLxCapital]

2. $AVGO - Broadcom

Broadcom designs the custom AI chips hyperscalers build instead of buying off the shelf. AI semiconductor revenue hit $16.7B last quarter, up 221%, with $21.7B guided for this quarter. Hock Tan says Broadcom has secured the supply to roughly double AI revenue

[Jason Luongo @JasonLxCapital]

THE BIGGEST RISK IS NOT TAKING ANY RISK AT ALL!

These 10 stocks have the potential to 10x and make millionaires:

[Jason Luongo @JasonLxCapital]

1. $CIFR - Cipher Digital

Cipher is turning its bitcoin mining sites into AI data centers. Its Black Pearl site for AWS came online in August, two months early, and rent has started on that 15-year, $5.5B lease. On September 25 it extended its Barber Lake lease with Fluidstack

[Jason Luongo @JasonLxCapital]

Jensen Huang says robotics is going after a $50 trillion manufacturing industry.

Instead of buying $TSLA, these are the 10 companies I believe could create millionaires:

1. $ON - onsemi

onsemi agreed to buy Synaptics in a roughly $7B all-stock deal built around what it calls

[Jason Luongo @JasonLxCapital]

2. $OUST - Ouster

Ouster makes the lidar and cameras robots use to see. Q2 revenue grew 56% to $55M, its 14th straight quarter of product revenue growth, and lidar units grew about 70% on what management called increased adoption of physical AI systems. Demand for its Stereolab.

[Jason Luongo @JasonLxCapital]

This is crazy. Someone is willing to pay me $750 to buy $AMZN at a major discount to today's price.

It's called a cash-secured put, and here's how it works:

$AMZN trades around $249 right now. I can sell the $225 put expiring January 15, 2027 and collect about $750 up front.

[Jason Luongo @JasonLxCapital]

This is actually really interesting.

You can have agents within your portfolio take action on an equity or option, based on data and information coming from predictions markets.

I’m going to have to brainstorm some ideas on how to best implement this.

[Public @public]

The next era of prediction markets:

• AI Agents to monitor event contracts and take actions.
• Live probability data as a signal to trade any other asset class.
• Market-moving events directly on stock pages.

[Jason Luongo @JasonLxCapital]

BREAKING: Goldman Sachs says over $7,000,000,000 will be spent on AI infrastructure by 2031.

Here are ten stocks set to benefit the most:

1. $VST - Vistra

Vistra sells the power. It has roughly 3,800MW of 20-year nuclear power agreements with Meta and Amazon. Meta's purchase

[Jason Luongo @JasonLxCapital]

2. $IREN - IREN

IREN builds and runs the data centers. It has $4B of contracted annualized revenue targeted to be operating by December 31, 2026, up from $1B today, and Microsoft's 200MW program completes in the fourth quarter. IT capacity is targeted at 0.3GW in 2026 rising

[Jason Luongo @JasonLxCapital]

$NVDA is trading at less than 17x forward earnings, near its cheapest level in more than a decade.

Here's what that multiple is buying you:

- $96.2B in quarterly revenue, up 106%
- $89B of that from data center, up 117%
- 75% gross margin
- $108B guided for next quarter with 0

[Liquid @liquidtrading]

JUST IN: $NVDA currently trading at cheapest valuation in nearly a decade

[Jason Luongo @JasonLxCapital]

I'm a long-term investor who has built a net worth of over $1,300,000 by being greedy when others are fearful.

Here are 5 stocks I'm buying right now:

1. $ON - onsemi

Down 46% from its June high on automotive exposure and a valuation reset, while the business kept moving. Fab

[Jason Luongo @JasonLxCapital]

2. $AVGO - Broadcom

Down 27% from its June high. AI semiconductor revenue was $16.7B last quarter, up 221%, and Broadcom is guiding $21.7B for the current quarter. Hock Tan says supply is already secured to double AI revenue to roughly $115B in fiscal 2027, with line of sight

[Jason Luongo @JasonLxCapital]

If you have a small account, this is the most important thing I can tell you.

LEAPS, done correctly, are the best way to grow.

One contract. Leveraged exposure to 100 shares. A fraction of the capital. 12+ months of runway. Amplified returns. Defined max loss. No margin.

[Jason Luongo @JasonLxCapital]

You could buy 100 shares of $ON right now for about $7,300.

Or you could buy the $70 call LEAP expiring January 2028 for about $2,200.

Leveraged exposure to 100 shares. ~70% less capital. Over 480 days of runway.

The trade:
Strike: $70
Expiration: January 21, 2028
exposure

[Jason Luongo @JasonLxCapital]

My 10 favorite stocks for selling options:

1. $AMD
2. $NVDA
3. $HOOD
4. $META
5. $IREN
6. $CRDO
7. $AMZN
8. $SOFI
9. $NBIS
10. $CIFR

Not in any particular order, but I regularly sell cash secured puts and covered calls on all of these names.

[Jason Luongo @JasonLxCapital]

You could buy 100 shares of $AMZN right now for about $25,800.

Or you could buy the $250 call LEAP expiring January 2028 for about $5,400. Leveraged exposure to 100 shares. ~79% less capital. Over 480 days of runway.

The trade:
Strike: $250
Expiration: January 21, 2028

[Jason Luongo @JasonLxCapital]

$NVDA CEO Jensen Huang said AI will create more millionaires in 5 years than the internet did in 20.

These 10 stocks could make you RICH in 5 years:

1. $IREN - IREN

AI Cloud revenue hit $70.5M in the June quarter, up from $33.6M the quarter before, and now makes up more than